Ipsum Wealth
Overview
Ipsum Wealth is a financial advisory firm with offices in Bendigo and Melbourne, offering practical guidance for individuals and businesses looking to get their finances in order. With more than three decades of experience behind the team, they focus on helping clients make clear, informed decisions - whether it's planning for retirement, building wealth, or sorting out insurance.
Clients benefit from a straightforward, fixed-fee approach, so there are no hidden costs or surprises. The firm also works closely with accountants and partners like Partners Wealth Group, ensuring access to broader expertise when it's needed. It's a place where you can sit down, talk through your financial goals, and walk away with a plan that makes sense.
What Ipsum Wealth offers
Financial planning for retirement, wealth accumulation, and budgeting
Investment advice tailored to individual priorities
Financing solutions for personal, residential, and business needs
Personal insurance advice and policy selection
Self-managed superannuation fund setup and management
Location
59 Queen St, Bendigo VIC 3550
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